CRM Info At Hand: Keeping all your customer data & transactions on hand

A Customer Relationship Management system is more than a database of client contact details. A CRM helps you track customer sales from order to shipping with invoicing, purchase order and quotation facilities, as well as track support cases, business activities such as emails, meetings, phone calls and built in email marketing campaign management.

A CRM really is a one-stop-shop in terms of managing all communications and activities conducted with each customer. Hosted systems make your data available online anywhere at anytime. Best of all, when a staff member leaves, their individual history and knowledge of your customer accounts doesn’t leave with them.

The Artifex Marketing Studio uses Info@Hand internally, and now implement for our clients as well. We recommend Info@Hand as it can be integrated with your website and be customised to your personal needs.

CRM and Business Management Features

1Customer Relationship Management (CRM)
Get a crystal-clear picture of performance in all customer-facing areas - sales, service, marketing, professional services & shipping/receiving. Identify areas that are performing well and areas that aren't.

2Accounting
Prepare quotes quickly and easily, then convert them to sales orders or invoices. Enter purchase orders and bills and track incoming and outgoing payments against these.

3Enterprise Resource Planning (ERP)
You can track an order from the enquiry stage right through to the ordering, invoicing and shipping. Transition seamlessly from quotation to order to invoicing with the click of a button.

4eCommerce
The info@hand eStore integrates seamlessly with the info@hand CRM. When purchases are made online, the account information, invoices and payments are automatically stored in the CRM.

5Customer Service
Need to more effectively track support cases? How about tracking products that you've sold and their support contracts? Track all of this information within the info@hand customer service modules.

CRM Pricing

All user licenses are a once off cost of $500 (with a 2 user minimum) and include the first 12 months worth of upgrade subscription. This can be optionally renewed after 12 months for another year for AUD$100 per user. CRM Hosting is provided on our high-availability cluster based in Perth, Australia. It has been designed from the ground up to host info@hand systems and starts at $49/month. Prices excluse GST

CRM for Membership Organisations

We have developed a membership system that integrates the Info@Hand CRM with a Joomla website, including:

  • Members Directory - display logo, contact & description on website
  • Batch Invoicing - mass invoicing of membership fees
  • Customer Portal - standalone portal for members to manage and update their own details